dokoni CASE Category
Document Capture & Management
Characteristics – – – –
Document capture Document processing Document distribution Content management
STREAMLINE DOCUMENT WORKFLOWS WITH SHAREPOINT As a straightforward document workflow management application based on Microsoft SharePoint technologies, dokoni CASE provides valuable extensions and enhancements to the MS SharePoint content management functionality. With its built-in support for defined workflows, the application facilitates the processing of digitised documents.
Nowadays, document processing and collaboration are essential aspects of the daily business routines in more or less every corporate environment. Documents are usually handled by and shared among several co-workers, for example to approve invoices, accept and process orders, delegate tasks, and on many other occasions. It is crucial that at all times the correct and up-to-date document content is forwarded to the right person without delay and that no information is lost. dokoni CASE offers an immediate overview of the whereabouts and more importantly the actual status of documents: It is for example possible to determine an
appropriate, i.e. authorised, employee for a specific task and to limit the types of operation available to this particular user. At the same time, the application can ensure that the document in question is only processed further once all actions required on it have been completed. dokoni CASE comes in the two versions Standard and Premium. Both promise extensive flexibility and scalability, with the exact functionality depending on the version chosen. As a comprehensive enterprise content management (ECM) module, dokoni CASE provides clear document workflow functions.
DATASHEET dokoni CASE
KEY FEATURES Content management – Document indexing: This determines a responsible, authorised person for each document type, specifies allowed operations in the system, and offers full-text search. All mandatory indexes/metadata are checked before placing the document into the next phase of its lifecycle (another status or final archiving). – Modular workflows: The workflow settings available to facilitate the forwarding of documents and information are flexible and easy to manage. Employees can conveniently customise their own workflows by choosing exactly the required module(s) to create the desired actions. This requires no support from a Konica Minolta technician. Users can also determine particular access rights, process obligations to complete documents before switching them to another status, and add notifications, etc. – Instant document preview: dokoni CASE offers document card lists that add further views for all essential objects. Each user can individually select these as well as trigger public and private tasks. Users can create their own views, including “My tasks”, “Due today”, “Active tasks”, “Assignment tasks”.
– Macro buttons: These can be used to fill in predefined values for certain document card fields, change the document status, and start new tasks like a request for comment or additional approval on that document. – Notification system: dokoni CASE extends the standard notification features of MS SharePoint with short e-mail messages, which inform users about any modification to their documents. Whenever a new owner is assigned to a document card or a new file attachment added, a new action is created, or a new request for comments is entered, dokoni CASE automatically generates and sends such an e-mail notification. – Export/import of documents to and from other sources: Documents can be exported to and imported from dokoni CASE from/to other systems like ERP or SAP, other MS SharePoint objects, other databases, or scanned from MFPs. Other import/export options are the import from a mailbox or data box and the export to an external file storage medium, etc. The exact functionality depends on the modules chosen by the user. All exported data need to contain the file itself as well as the metadata in an enclosed .xml file. – Enhanced optional functionality on Konica Minolta MFPs: Documents scanned on a Konica Minolta MFP equipped with a capture solution (like eCopy or Document Navigator) can be further processed directly by dokoni CASE. – Enhanced governance and security: This defines substitutability and specifies the tasks permitted to particular users in the specified document state; this includes the administrators.
DATASHEET dokoni CASE
WORKFLOW INPUT
OUTPUT
Manage workflows Documents
– Index documents – Ad-hoc workflows – Change document owner – Change document type – Add metadata Deliver
Hot folder
ERP system
Search
Network folder
Store
External archive
TECHNICAL SPECIFICATIONS MINIMUM SYSTEM REQUIREMENTS Operating systems
Memory Hard disk space CPU Web browser
Language support Language support for admin
Windows Server 2008 (32/64) Windows Server 2008 R2 SP2 (32/64) Windows Server 2012 (32/64) 8 GB free RAM on physical or virtual server 200 GB 64 bit quad-core processor Internet Explorer 8 Internet Explorer 9 Internet Explorer 10 English, (Croatian), Czech, Finnish, Polish, Romanian, Russian, Slovak, Slovenian, Ukrainian English
SOFTWARE REQUIREMENTS Microsoft SharePoint Database server Directory Service
SharePoint 2010 Foundation, Server or Server Enterprise Edition SQL Server Express 2008 SQL Server Express 2012 Active Directory
Konica Minolta Business Solutions Europe GmbH Europaallee 17 30855 Langenhagen Germany www.konicaminolta.eu
04/2014
The support and availability of the listed specifications and functionalities varies depending on operating systems, applications and network protocols as well as network and system configurations.